What it sells
FundOS — AI operations for fund managers
Business model breakdown
Buyer: who owns the budget?
UnverifiedCFO/COO or fund operations head at PE, VC, private credit and hedge funds.
Trigger: what makes them buy now?
Rebuilding the fund every cycle: daily reconciliation, quarterly LP reporting and audit evidence assembled from scattered systems.
Workflow: what inputs become what output?
FundOS connects books, LP records, portfolio data and documents so AI agents reconcile with prime brokers, prepare LP reporting packs and compliance evidence, with human approval of consequential actions; covers deal CRM, LP CRM/portal, data rooms, fund admin/CFO center.
Economics: what it saves and how it charges
Single annual enterprise license sized to fund shape, integrations and expected AI usage; no metered overage.
Distribution: how it reaches customers
Demo-led: 30-minute walkthrough, scoped proposal, guided pilot, annual agreement (invoice/ACH).
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Winter 2022 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.